If you were (still are!) scrambling to get your business finances in order for your tax accountant, let me tell you, you're not alone! Tax time is stressful for everyone. But QuickBooks Online can help streamline the process by keeping your books organized throughout the year— or when you're racing against the filing deadline.

One of the biggest challenges in tax preparation is making sure all your expenses are properly categorized and none are missing. With QuickBooks, you can:

• Automatically import and categorize transactions from your bank and credit cards.
• Snap and store receipts digitally, so you never lose track of deductible expenses.
• Run detailed expense reports to see where your money went throughout the year.

And one your income and expenses are categorized, you can generate tax-ready financial reports in just a few clicks. It also syncs with tax software like TurboTax if you're DIYing your taxes.

Now is the perfect time to get started with QuickBooks! When you sign up using my affiliate link, you'll receive 30% off for six months, plus 30 days of QuickBooks Live Expert Assisted—giving you the support you need to get your books tax-ready with confidence.

Don't let tax season overwhelm you again next year. Get started with QuickBooks today and take control of your finances!

Never stress about how you’ll pay your taxes again.

Every year tax season rolls around and business owners scramble to figure out how to pay for them. You made money all year but now there’s nothing left for taxes so you have to use your personal savings… sound familiar?

The good news? There’s an easy way to avoid this! I love this simple system based on the book Profit First that ensures you always have money set aside for taxes.

Here’s how to start today:

1. Open a separate bank account just for taxes. Relay Bank is a great option with no minimum balances or fees.
2. Transfer a set percentage every time you get paid (or at least once a month). I usually recommend somewhere between 10-25%, but it varies based on your business and where you live.
3. Forget it exists until tax time! No stress, no scrambling.

With this system, you’ll always have the cash to cover your tax estimates throughout the year. Start now, and thank yourself later! 😉

What’s your biggest business win?
I'm proud to be able to enjoy and have fulfillment in my work, while supporting and prioritizing my family and mental health.

How does knowing your numbers help with your business’s success?
It allows me to make strategic decisions to grow the business, when we hire, gives me continued drive to reach specific goals

What is one of the main reasons your business is succeeding?
There is more than one reason. support mainly though. support of my team, referrals and my family.

What business finance advice would you give to fellow business owners?
hire someone to manage your books. that was the first area I outsourced. Sure, I could do it..but I dreaded it and wasn't always sure I was doing it right. I have time and mental space back - that in and of itself was worth it to me.

What positive changes have you noticed since partnering with Silver Leaf Office?
I don't even worry about anything with Brittney. I trust her, respect her and have confidence in what she does. I know she only ever wants what's best for me and my business. We have grown rapidly and we've had seasons where we've maintained and/or grown steadily. All of which made perfect sense for me as a business owner, and she know all of this because she knows me as a human first and knows the real possibility of burnout.

What advice would you give to other business owners who are considering hiring a bookkeeper?
just do it. so worth it.